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Creating Email Template

To create a new email template, you need to follow these steps:

1. Add Title, Subject, and Identity​

Before you can save a template, you must provide the following information:

  • Title: A descriptive title for your email template.
  • Subject: The subject line of the email.
  • Identity: The sender's email address.

If there are no identities available in the dropdown, you need to configure one. To do this, navigate to Personal Settings > From Addresses to set up a sender email address.

2. Create the Template Content​

Once you have filled in the title, subject, and identity, you can create the content of your email template using one of the following methods:

  • Rich Text Editor: A user-friendly, WYSIWYG editor that allows you to format your email without writing any code.
  • Code Editor: For users who prefer to write their own HTML, the code editor provides full control over the template's structure and styling.

3. Preview the Email Template​

You can preview your email template at any time to see how it will look to the recipient. This allows you to make adjustments to the design and layout before saving.

4. Test Your Email Template​

After you have saved your template, you can send a test email to yourself or others to ensure it displays correctly in different email clients. Please note that you can only test a template after it has been saved.

5. Add and Configure Attributes​

The Attributes tab allows you to insert dynamic content into your email templates. You can add attributes and configure them to personalize your emails for each recipient.

For information on using Liquid syntax in your templates, refer to the Liquid Syntax User Guide.

Key Features​

1. Rich Text Editing​

The Text Editor allows you to format your content with bold, italic, and other text styles. You can also align text, add lists, and insert links.

2. Image Management​

You can add images to your content, resize them, and align them as needed. The editor provides tools to:

  • Insert images at the cursor position.
  • Resize images to predefined percentages (e.g., 50%, 75%).
  • Align images to the left, center, or right.

3. Live Preview​

As you edit your content, the Text Editor provides a live preview so you can see how your content will look.

4. Button Customization​

Insert customizable buttons into your content. You can:

  • Set the button text and URL.
  • Adjust the button’s background color, text color, and border radius.
  • Align buttons to the left, center, or right.

Advanced Features​

Image Resizing​

You can resize images to predefined percentages (e.g., 10%, 25%, 50%, 75%, 100%). This ensures your images fit perfectly within your content.

Button Customization​

Customize buttons to match your branding. You can:

  • Change the background color (e.g., blue, green, red).
  • Adjust the text color (e.g., white, black).
  • Set the border radius (e.g., square, rounded, pill).
  • Modify the padding for different button sizes.

Common Questions​

What happens if my content has an error?
If there’s an issue with your content, the Text Editor will highlight the problem. Fix the error and try again.

Can I use the Text Editor for emails?
Yes! The Text Editor is perfect for creating personalized emails. Use placeholders for names, dates, and other details.

How do I test my content?
Use the live preview feature to see how your content will look, make sure your content has been saved, then you click on test email at the top right corner. Input a valid email address and send, you should receive the email.

Can I resize and align images?
Yes! You can resize images to predefined percentages and align them to the left, center, or right.

How do I customize buttons?
Use the button tool to set the text, URL, background color, text color, border radius, and padding.

By following this guide, you’ll be able to use the Text Editor to create engaging and professional content. Start exploring its features today!